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Domani Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Domani Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$16.6M Sell
1,041,666
-2,451
-0.2% -$38.3K 3.86% 8
2022
Q4 		$15.6M Buy
1,044,117
+33,423
+3% +$502K 3.9% 7
2022
Q3 		$14.1M Sell
1,010,694
-24,945
-2% -$388K 4.15% 6
2022
Q2 		$15.3M Sell
1,035,639
-51,489
-5% -$826K 4.17% 6
2022
Q1 		$19.3M Buy
1,087,128
+2,538
+0.2% +$44.5K 4.19% 6
2021
Q4 		$20.4M Sell
1,084,590
-36,972
-3% -$680K 4% 8
2021
Q3 		$19.4M Sell
1,121,562
-50,646
-4% -$901K 4.06% 7
2021
Q2 		$20.4M Sell
1,172,208
-73,530
-6% -$1.24M 4.11% 7
2021
Q1 		$20.1M Sell
1,245,738
-118,026
-9% -$1.86M 3.87% 8
2020
Q4 		$20.7M Sell
1,363,764
-63,204
-4% -$900K 4.2% 7
2020
Q3 		$18.9M Sell
1,426,968
-44,604
-3% -$586K 4.16% 8
2020
Q2 		$18M Sell
1,471,572
-3,330
-0.2% -$38.4K 4.21% 7
2020
Q1 		$14.9M Buy
1,474,902
+279,264
+23% +$3.38M 3.97% 7
2019
Q4 		$15.3M Buy
1,195,638
+2,238
+0.2% +$27.5K 5.06% 4
2019
Q3 		$14.1M Sell
1,193,400
-11,544
-1% -$136K 5.12% 4
2019
Q2 		$14.2M Buy
1,204,944
+34,794
+3% +$402K 5.27% 4
2019
Q1 		$13.3M Sell
1,170,150
-133,500
-10% -$1.46M 5.34% 3
2018
Q4 		$13M Sell
1,303,650
-428,808
-25% -$4.64M 6.06% 3
2018
Q3 		$20.3M Buy
1,732,458
+1,043,496
+151% +$12M 8.71% 3
2018
Q2 		$7.58M Buy
688,962
+21,456
+3% +$235K 3.48% 5
2018
Q1 		$7.1M Buy
667,506
+93,444
+16% +$1.03M 3.04% 6
2017
Q4 		$6.17M Buy
574,062
+16,764
+3% +$176K 2.71% 8
2017
Q3 		$5.66M Buy
557,298
+26,922
+5% +$267K 2.44% 9
2017
Q2 		$5.17M Sell
530,376
-22,848
-4% -$221K 2.13% 11
2017
Q1 		$5.26M Buy
553,224
+164,772
+42% +$1.55M 2.14% 11
2016
Q4 		$3.51M Buy
388,452
+70,152
+22% +$618K 1.42% 19
2016
Q3 		$2.78M Buy
318,300
+47,742
+18% +$414K 1.05% 21
2016
Q2 		$2.27M Buy
270,558
+22,980
+9% +$191K 0.88% 24
2016
Q1 		$2.03M Buy
247,578
+167,736
+210% +$1.3M 0.77% 26
2015
Q4 		$653K Buy
79,842
+32,424
+68% +$267K 0.26% 61
2015
Q3 		$367K Buy
+47,418
New +$390K 0.2% 64

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Domani Wealth's SCHB Position: Q1 2023 in Review

Domani Wealth reduced its Schwab US Broad Market ETF (SCHB) stake by 0.23% in Q1 2023, selling an estimated $38.3K and leaving 1,041,666 shares worth $16.6M. The position accounts for 3.86% of the portfolio, ranked #8.

Domani Wealth first reported a position in SCHB in Q3 2015 and has held it in 31 quarters since. The position peaked at $20.7M in Q4 2020. 924 funds tracked by Wall St. Rank hold SCHB as of Q1 2023.

  • Domani Wealth held 1,041,666 shares of Schwab US Broad Market ETF worth $16.6M as of Q1 2023.
  • Domani Wealth sold 2,451 Schwab US Broad Market ETF shares in Q1 2023, an estimated $38.3K.
  • Schwab US Broad Market ETF made up 3.86% of Domani Wealth's portfolio in Q1 2023, its #8 holding.
  • Domani Wealth first reported a position in Schwab US Broad Market ETF in Q3 2015 and has held it in 31 quarters since.
  • Domani Wealth's Schwab US Broad Market ETF position peaked at $20.7M in Q4 2020.
  • 924 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.